+247.2%
HD vs SUI
+117.1%
+130.0%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.9% | +0.2% | -0.3% |
| 7D | +5.2% | +3.4% | +1.8% | +3.7% |
| 30D | +20.7% | +4.6% | +16.1% | +18.3% |
| 3M | +0.8% | +1.6% | -0.8% | 0.0% |
| 6M | +12.2% | -3.5% | +15.7% | +13.7% |
| YTD | +4.2% | -1.0% | +5.2% | +4.3% |
| 1Y | -2.6% | -1.7% | -0.8% | -2.2% |
| 3Y | +30.0% | +18.4% | +11.7% | +16.9% |
| 5Y | +8.1% | -26.3% | +34.4% | +20.1% |
| 10Y | +247.2% | +123.3% | +123.8% | +169.0% |
| All | +247.2% | +117.1% | +130.0% | +169.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded SUI wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling